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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,622 | $167,353+98.2% | $143,797+130.6% | $134,545+146.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -15.65% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $2,929 | $5,620-47.9% | $4,952-40.9% | $4,742-38.2% |
| Participant deferral / active EE | $6,365 | $6,447-1.3% | $5,638+12.9% | $6,401-0.6% |
| Admin fee / account holder | $118 | $18,096-99.3% | $14,679-99.2% | $11,431-99.0% |